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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,561 | $60,442-97.4% | $96,754-98.4% | $87,485-98.2% |
| Participation rate | 80.8% | 58.7%+22.1pp | 70.3%+10.5pp | 68.9%+11.8pp |
| Annual return | 18.75% | 21.97%-3.2pp | 82.04%-63.3pp | 26.06%-7.3pp |
| Employer contribution / active EE | $497 | $1,691-70.6% | $2,679-81.4% | $2,596-80.9% |
| Participant deferral / active EE | $627 | $3,280-80.9% | $4,758-86.8% | $4,274-85.3% |
| Admin fee / account holder | $593 | $5,069-88.3% | $8,905-93.3% | $7,775-92.4% |